Britam Asset Managers (Kenya) Limited

About Britam Asset Managers (Kenya) Limited

Sanlam Investments East Africa unit trust scheme offers four funds you can now access from as low as KES 2,500.

  • Sanlam Money Market Fund
  • Sanlam Balanced Fund
  • Sanlam Fixed Income Fund
  • Sanlam USD Fixed Income Fund

1. Britam Money Market Fund

This fund is designed for investors seeking a low-risk investment option with a short-term investment horizon and who prioritize capital preservation and liquidity.

This fund is designed for investors seeking a low-risk investment option with a short-term investment horizon and who prioritize capital preservation and liquidity.

The fund features:

  • Low-risk investment
  • Suitable for a 1 year investment horizon
  • Minimum Initial Investment: KES 1,000
  • Management Fee: 1.5% p.a.
  • Easily track your savings and transact via Britam Customer Portal, Britam App or USSD *778#
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2. Britam Bond Plus Fund

This fund is suitable for investors seeking a regular income from their investment periodically, ideally after a 2 – 3 year period.

The fund features:

  • This fund invests in a variety of bonds including corporate bonds, treasury bonds and other fixed-income securities, minimizing the risk involved with investing directly in bonds.
  • Allows for immediate liquidity, giving an edge over bonds in the market which are not easily disposed of.
  • The fund looks to achieve a reasonable level of current income with maximum stability for the capital invested.

Ready to embark on your investment journey with Britam Bond Plus Fund? Speak to one of our experienced Financial Advisors today.

Schedule a consultation

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